CN-370000-PL317-T26.pdf

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Master Agreement FL|PL317|d05f94766162be6c2a0c0fd2dfa0763e
Contract number
PL317
Issued by
Florida

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Summary

This is a Task Assignment Notification Form under Florida Department of Environmental Protection (DEP) Contract PL317, Task Assignment 26, issued to Richards Appraisal Service, Inc. for appraisal review services related to the Tippen Bay Ranch property in DeSoto County, Florida. The project involves the Bureau of Appraisal under the Division of State Lands, with funding through the Florida Forever program and State Board of Trustees acquisition authority. The property owner is Bob Paul Inc., represented by Rick Dantzler, and the designated task manager is Frances Alford with DEP.

The contract is a fixed-price deliverable valued at $2,610.00 for technical review services of a draft appraisal prepared for a proposed conservation easement land transaction. The scope of work includes a field review of the subject property, a draft review document, and an Appraisal Review Report, but does not include developing an independent opinion of value. Deliverables must be submitted electronically to the designated task manager within specified timeframes: mark-ups within 7 days of receipt, draft documentation within 14 days, and the final Appraisal Review Report within 20 days of receiving the work to be reviewed. The appraisal must comply with Supplemental Appraisal Standards for the Board of Trustees and Uniform Standards of Professional Appraisal Practice (USPAP). The 2,853-acre property consists of 1,680 upland acres of pasture adjacent to the Bright Hour Watershed in DeSoto County, with funding source identified as Florida Forever under Organization Code 37102200000, Fund 348014.

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Text version

ATTACHMENT A

TASK ASSIGNMENT NOTIFICA TTON FORM

DEP Contract#: PL317 T Task Assignment #: I 26 1 B/A File#: 19-8090

Project Name: Tippen Bay Ranch

Owner' s Name/Parcel:

Bob Paul Inc., Rick Dantzler, 863-207-021 l, rickd.smithlaw@gmail.com, 55 Fifth Street

NW, Winter Haven, FL 33881

County: DeSoto

Contractor's Name: Richards Appraisal Service, Inc.

Contractor's Representative: Thomas G. Richards Phone#: (321)255-5108

DEP Contract Manager: Jay F. Scott Phone#: (850) 245-2667

DEP Designated Task Manager: Frances Alford Phone#: (850) 245-2744

Task Assignment Completion Date: l Upon Transmittal of an Approved Appraisal Review Report

Task Description:

For Appraisal Review Services:

The Contractor's products and invoice must be submitted to the Designated Task Manager. The Invoice must clearly state it is an Invoice for a Fixed-Price Deliverable. It must also include: Contractor' s Name, Contract

Number, Task Assignment Number, Project Name or Bureau of Appraisal (BA) File Name, BA File Number, Date Work Began, Date Work Ended, and Amount of Fee payable as agreed and allocated in the amount of

100%. Invoice payment(s) do not start until the latter of the date a proper and correct invoice has been received or services provided are received, inspected and approved. Invoices which have to be returned to the Contractor for correction(s) will result in a delay in payment.

Failure to adequately respond in writing to the Department of Environmental Protection (DEP) Fee Review

Appraiser or Designated Task Manager, within four working days, may result in a one percent of the total fee penalty per day.

Prior to contracting, a signed and notarized affidavit is required of the Fee Review Appraiser acknowledging no vested or fiduciary interest in the captioned project.

A technical review is to be performed of a draft appraisal prepared for the proposed land transaction project identified above. The review is to consist of a field review of the subject property as well as a draft review document and an Appraisal Review Report.

The scope of work for this assignment does not include developing an independent opinion of value of the property that is the subject of the work under review.

DEP Contract #: PL317 Task Assignment # Page: Page I of3

Rev. 8/15/2017

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

Provide an electronic document, preferable a Microsoft® Word® document or an Adobe® PDF®, to the BA on or before the due date. The document must allow all editing and commenting functions found in the two software programs identified in the previous sentence. The document will not include the following appraisal assignment elements: Date of Report, Date of Certification and Signatures. The draft document will be reviewed by the BA and possibly a Fee Review Appraiser (pursuant to; 253.025(8)(b), Florida Statutes (FS); or

250.041(7)(b), FS; or 18-l.007(5)(a), Florida Administrative Code, (FAC).

Upon approval by the Chief Appraiser (pursuant to 18-1.002( 4), F AC) or designee, provide a digital copy of the

Appraisal Report electronically and on CD or DVD to the BAs Designated Task Manager.

You must include, in the Appraisal Review Report, a signed certification statement similar to that recommended in the Uniform Standards of Professional Appraisal Practice (USP AP) for appraisal review assignments.

In addition to the USP AP certification statement you must state that the work under review met the standards indicated in Exhibit 1.

If you have advanced professional designations from an approved appraisal organization, you must include the specific certification statements required by your professional organization (e.g. - Certification Standards of the

Appraisal Institute).

A digital copy of the work to be reviewed is attached to this Task Assignment or a hyperlink to the work to be reviewed is provided via e-mail or it is being delivered by an alternative, previously agreed, method.

BA staff may provide mark-ups of the work to be reviewed. The fee appraiser(s) will not have received the mark ups, if any, prior to your receiving the work to be reviewed.

You are encouraged to perform your review using review and/or mark-up features built into the software used to produce the work to be reviewed that was provided by the BA.

Within Z days ofreceipt of the work to be reviewed, send your mark-ups to the fee appraiser(s) and the BA.

Within 14 days of receipt of the work to be reviewed, provide a draft document of the appraisal review to the

BA as previously described.

Within 20 days of receiving the work to be reviewed, submit the Appraisal Review Report that must include a statement recommending acceptance or rejection of the work under review.

Exhibit l contains additional information regarding the Appraisal Review Assignment.

DEP Contract #: PL317 Task Assignment # 26 Page: Page 2 of 3 Rev. 8/15/2017

A IT ACHM£NT A

TASK ASSIGNMENT NOTrFICA TION FORM

Fixed Price Task Cost: $2,610.00

Fee Schedule Not to Exceed Total :

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon receipt of the work to review.

Si atures:

DEP Contract Manager: Date: l6-ld- l'7

DEP funding Authority: Date:

DEP Contractual Authority Date: lo - ( o- -11

Appraiser Representative: Date: I ~ /;"/;1

Project Funding Source: I Florida Forever

Organization Code #: 37102200000 Fund#: 1 348014 Category: 084108 Exp. Opt.#: NE I Line#: l NIA

BE Code: 37100400 Year: 19 Object Code #: 134400 Project #: FFI0040 I OCA/Module#: I NIA FLAIR Accounting Code: I 31202348014311004ooooos41os19 cc: Contracts Section

OEP Contract #: Pl.317 Task Assignment # 26 Page: Page J of 3 Rev.8/15/2017

Exhibit 1

Information for Appraisal

Project Identification: TIPPEN Bay - Bob Paul Inc, Florida Forever Conservation Easement

BA File No.: 19-8090 County: DESOTO

Ownership: Bob Paul Inc., Rick Dantzler, 863-207-0211 , rickd.smithlaw@gmail.com, 55 Fifth Street NW, Winter Haven, FL 33881

Property Description: The property contains 2,853 acres (1,680 upland) of pasture located in DeSoto County and adjacent to the Bright Hour Watershed.

Property Tax Identification Number:

04-39-27-0000-0010-0000 05-39-27-0000-0010-0000 05-39-27-0000-0020-0000 06-39-27-0000-0010-0000 06-3 9-27-0000-003 0-0000 06-39-27-0000-0032-0000 06-3 9-27-0000-0040-0000 08-3 9-27-0000-0020-0000 09-39-27-0000-0010-0000 09-39-27-0000-0020-0000

Legal Description: Sections 4, 5, 6, 8 and 9, Township 39 South, Range 27 East, Desoto County

Client:

Bureau of Appraisal, Division of State Lands

Intended Users:

The client

Purpose and Intended Use of the Appraisal: Conservation Easement

Extraordinary Assumptions and/or Hypothetical Conditions:

NIA

Interest Appraised:

!Xl Conservation Easement D Fee Simple D Land Protection Agreement D Less than Fee Simple Select D Life Estate 0 Others (describe):

BA 03_RFP _Appraiser (Effective: 7/1 1/2019) Page 2 of6

Project Identification: TIPPEN Bay - Bob Paul Inc, Florida Forever Conservation Easement

BA File No.: 19-8090 County: DESOTO

Applicable Appraisal Standards:

!ZI Supplemental Appraisal Standards for the Board of Trustees which can be found at:

Supplemental Appraisal Standards for the Board of Trustees (3/2/2016) ~ Uniform Standards of Professional Appraisal Practice D Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):

Report Format:

~ Narrative Single Parcel Ownership, Appraisal Report 0 Narrative Multiple Parcel Ownerships, Appraisal Report 0 Narrative Restricted Appraisal Report D Other (specify):

Five Year History of Title to be furnished by:

0 State ~ Fee Appraiser 0 Waived

Other Considerations:

11. Grant of Easement by and between Punta Gorda Isles, Inc., a Florida corporation, NAFCO Equipment Corp., a Florida corporation and Florida Power and Light Corporation, a Florida corporation dated September 18, 1985 and recorded September 20, 1985 in Official Records Book 216, Page 267 of the Public Records of DeSoto County, Florida.

12. Easement Agreement by and between NAFCO Equipment Corporation, a Florida corporation, and SunPure Groves, Ltd., a Florida limited partnership dated June 27, 1990 and recorded in Official Records Book 271, Page 965 of the Public Records of DeSoto County, Florida.

13. Easements as contained in that certain Warranty Deed from NAFCO Equipment Corporation, a Florida corporation and Bob Paul, Inc., a Florida corporation dated June 26, 1991 and recorded July 1, 1991 in Official Records Book 283, Page 1288 of the Public Records of DeSoto County, Florida.

14. Grant of Easement in favor of Bob Paul, Inc., a Florida corporation dated June 26, 1991 and recorded July 1, 1991 in Official Records Book 283, Page J301 ; as modified in Official Record Instrument No. 201014005798; both of the Public Records of DeSoto County, Florida.

15. Non-executory and non-participatory ½ interest in the royalty to be provided in any future mineral lease negotiated on the property as described in that certain deed recorded in Official Records Book 83, Page 206 of the Public Records of DeSoto County, Florida.

BA 03_RFP _Appraiser (Effective: 7/ 11/2019) Page 3 of6 ln each appraisal, the Bureau of Appraisal is requiring that the contracted appraisers review the underlying oil, gas, and mineral rights of the subject and indicate in the appraisal report if the interest has any effect on the value of the subject and why or how the effect on value was developed.

Attachments:

0 Survey, Certified 1:8:1 Appraisal Map 0 Plat Map 0 Sketch 0 Property Card D Location Map D Other:

Acquiring Agency:

State of Florida, BOT

Requested Number of Days for Delivery:

21 to 28 days, or your best time frame.

BA 03_RFP _Appraiser (Effective: 7/1J/2019) Page 4 of6

· Bery Ranch Tippen BOT Project - rida Forever

.l. ~-.,.. • ..--.•.--~··

DnaSoun::n:

l)(.;a<bs<nl20180..• ?) s ... tional \':!etlands ln"·entory

l) Florid:, Con,~Mrion u.id1 -0 Flonda "'"""" BOT Proj<cb .>) :siJ\ Vl'EQ Roads

6) 0mg Aeriai1ls

Subject Parcel National Wetlands Inventory Residential Area Florida Forever Project Boundaries State Managed Conservation Lands

- Federal M~d Conservation Lands

0 2,000 4,000 - -- - Feet

Tippen Bay Ranch Owner: Bob Paul, LLC

Desoto County, Florida

I•~ l_nabull. \\FLDEPl\tech._c-al.l\CounhH GIS\C>reto1ir.1\·r;ppe-n 0->' R1111Ch\CIS\A.ppr10.,L_"rip~J'•y_R-.,,;h_1!4ru..m.~ 0.IC'S.wd: 9/JO/.J:>19 11 }U? A.\f ~ C-..d Br GW S.hn

8,000 i u THIS A.FFIDA VJT TO BE COMPLETED AND RETURNED••

AFFIDAVIT

PROJECT: Tippen Bay Ranch

COUNTY: DeSoto

B/A FILE No.: 19-8090

I hereby certify that I have no vested or fiduciary interest in the captioned projecL

Sworn to and subscribed before me this

.... -~~•"•~·-. WENDY VANIS

I t~~~-- " t • bl. ~. : • .;} ~o iry r~ _,c ~ Stitt o! r'l:>rid~ •

1 ·--~ ..,,._~/ Comm1ss1on # GG 192600

··-... ~ _r:, . ....- My Comm. Expir~1 M.Jr 5. 202<

04-Affidavit Rev_ 12/1(2015

Bond~d throuth Nation•! Notary Aw-.

App.raiser Signature

Notary Public State of Florida

, 20 /9

File details come from the government source that posted it. Updated .